16 tracked 13F filers disclose a position in LDRT as of the latest SEC 13F filings, a combined $75.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HM PAYSON & CO | $39.2M | 1.6M | ▲+522% Added · +1.3M sh | Q1 2026 | |
| 2 | Beaumont Financial Advisors, LLC | $26.8M | 1.1M | ▲+659% Added · +928K sh | Q2 2026 | |
| 3 | Treasure Coast Financial Planning | $1.7M | 69K | ▼−4.4% Reduced · −3K sh | Q2 2026 | |
| 4 | HighTower Advisors, LLC | $1.7M | 67K | ▲+11% Added · +7K sh | Q1 2026 | |
| 5 | Gilbert Capital Group, Inc. | $1.6M | 62K | ▲New +62K sh | Q2 2026 | |
| 6 | Spinnaker Investment Group, LLC | $1.4M | 56K | ▲+39% Added · +16K sh | Q2 2026 | |
| 7 | ROYAL BANK OF CANADA | $1.1M | 44K | ▲+9.8% Added · +4K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $596K | 24K | ▲New +24K sh | Q1 2026 | |
| 9 | CITADEL ADVISORS LLC | $399K | 16K | ▲New +16K sh | Q1 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $282K | 11K | ▲New +11K sh | Q1 2026 | |
| 11 | Strategic Blueprint, LLC | $251K | 10K | —Held | Q2 2026 | |
| 12 | Advisory Services Network, LLC | $230K | 9K | ▲New +9K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $84K | 3K | ▲3k× Added · +3K sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | $45K | 2K | ▲New +2K sh | Q2 2026 | |
| 15 | UBS Group AG | $16K | 621 | ▲+465% Added · +511 sh | Q1 2026 | |
| 16 | Clearstead Trust, LLC | $3K | 123 | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in LDRT and 2 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $2.9B |
| APPLE INCAAPL | 7 funds | $2.1B |
| BROADCOM INCAVGO | 7 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 7 funds | $1.1B |
| JOHNSON & JOHNSONJNJ | 7 funds | $592.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $410.4M |
| ABBVIE INCABBV | 7 funds | $270.9M |
| BANK OF NEW YORK MELLON CORPBNY | 7 funds | $232.9M |
| ISHARES CORE MSCI EMERGINGIEMG | 7 funds | $120.6M |
| NVIDIA CORPNVDA | 6 funds | $3.8B |
| AMAZON.COM INCAMZN | 6 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 6 funds | $1.6B |
Ranked by how many of LDRT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 155 funds | $1.6B |
| IBDZmc | 115 funds | $585.8M |
| IBMSmc | 106 funds | $224.6M |
| TOPTmc | 95 funds | $177.9M |
| IBCAmc | 82 funds | $194.0M |
| IBMTmc | 68 funds | $71.2M |
| IBTPmc | 61 funds | $200.1M |
| MAXJmc | 48 funds | $74.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for LDRT
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LDRT/capital-change-brief"
Use Arkolith's capital_change_brief for LDRT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LDRT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.